God fearing Christian ☦️Husband & father , SoCal Realtor. 🏡 MAGA ! 🇲🇰🇺🇸🦅
California, USA
Joined November 2022
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Ivan Panzovski retweeted
A Tesla and SpaceX merger?
@DivesTech says it's "a matter of when, not if." He's put the odds at about 80% for the past year.
Here's the trade. Tesla is around $370–375 today, and Ives sees it at about $500 in a deal. That's roughly 33% upside. Combined, the company would be worth $4–5 trillion, likely the biggest merger in history.
The market is still skeptical, and Ives says "it would have to take some anomaly" for this not to happen.
Full interview from @APompliano.
0:00 Special committees at Tesla-SpaceX
1:38 $500 to $550 Tesla price in a deal
3:35 Biggest merger in history
7:51 Full stack, a hundred trillion dollar company
9:11 How hedge funds play the merger
$TSLA $SPCX
I sat down with @DivesTech to discuss the AI trade, what bears get wrong, what Dan saw on the ground in Korea, and why there is so much left to go in the bull market.
We also discuss the potential $TSLA and $SPCX merger, $CRWV and AI debt fears, the midterms, interest rates, and where the stock market goes from here.
YouTube: youtu.be/6HhxPgV1Hu4?si=7f22…
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/2Yu…
TIMESTAMPS:
0:00 - Intro
1:08 - Report from Korea & AI chip demand
4:51 - Market sell-off & what the AI bears get right
9:25 - Why Wall Street is underestimating AI growth
15:06 - Midterms & data centers
16:46 - Rate hikes, CoreWeave & Oracle debt
19:00 - What could slow AI demand?
20:53 - Tesla & SpaceX merger
33:06 - How investors are playing the merger
35:52 - Market concentration, earnings & the bear narratives
41:34 - AI agents & the future of investing
45:22 - Political risk & a message to the bears
Ivan Panzovski retweeted
🚨✍️
Calling on the Tesla Board & Special Committee to pursue a merger with SpaceX.
The shareholder letter is live. Read it and sign if you agree. Share it with friends & family.
Thank you to @Amy787 for drafting this so well.
surveymonkey.com/r/mergealre…
We want the combined company focused on building, not bureaucracy.
Ivan Panzovski retweeted
BREAKING: President Trump reveals his new anti-fraud program set up to reward people who expose fraud with a 1% commission on the money uncovered.
"If you turn somebody in and you, let's say report and you find $1 billion, we are giving a commission to that person of 1%."
Readers added context they thought people might want to know
DOJ's published guidance caps individual whistleblower rewards at up to $30,000 per tip, not an uncapped 1% of fraud uncovered, with a total program fund of $25 million. A $1 billion fraud tip would not yield a $10 million payout under the official program rules. newsweek.com/trump-vance-of… foxnews.com/politics/trump…
Ivan Panzovski retweeted
Dear @elonmusk We don’t need flying cars, bruh! We need bigger cars, bruh! We are stacked in here like sardines, bruh! 😅🫶 #TeslaRoadster #Tesla
Ivan Panzovski retweeted
🚨 BREAKING: President Trump just called on Zelensky to be OUSTED
"I suggest they get a new leader who can make a deal, because he could have made many deals that for some reason, he NEVER does."
"That's a war that should have never started. And I think it's time for Ukraine to get a new president."
LONG overdue!
🚨 Trump is GOING OFF on Zelensky, warning him REPEATEDLY not to hit Russian refineries because of the MASSIVE global diesel shortage it causes, and Zelensky did it anyway
"Zelensky could have settled this war MANY TIMES. Many, many times, and he chooses NOT to."
"We said, 'you can do whatever you want to Russia. Don't hit the refineries, because that's a world problem that's caused.'"
"So he better damn well stop!"
Ivan Panzovski retweeted
Yes, the Bible supports it in multiple places. Genesis 9:6 states that whoever sheds human blood shall have their blood shed by humans, as people are made in God’s image. Mosaic Law mandates death for murder, adultery, and other serious offenses. Romans 13:4 affirms the governing authority “does not bear the sword in vain.”
Ivan Panzovski retweeted
I Have Honestly NEVER Seen A Faster Way To Hit Driver Straight Than This! #golf
Ivan Panzovski retweeted
They called you a conspiracy theorist. Then they released the paper that blows up their own story.
The CIA just released a document that contradicts the CIA. Their own file on Venezuela and Smartmatic.
Their own file called Smartmatic a U.S. national-security threat in 2006. It said Chávez wanted to stop a sitting American president. It described a 2012 Venezuela rigging plan: targeted machines, a set margin, built to beat an audit. The CIA’s source reported Chavez “congratulated” the team for rigging the election with the previously set margin. Then the CIA wrote “no large-scale fraud” next to it.
Eleven years later, Smartmatic showed up in the U.S. to build L.A. County’s system for $282M — America’s largest election jurisdiction — just in time for the 2020 election. Now its executives are federally charged with bribery and money laundering on that contract.
And we are the conspiracy theorists?? 🫨🤯
1/2
Insane!
EXCLUSIVE: California has created a shadow welfare system for illegal aliens. Free housing, cash, healthcare, food, phones, college tuition, even car insurance—costing taxpayers more than $10 billion per year.
We went inside the system and exposed it all.
